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iShares Semiconductor ETF

523 hedge funds and large institutions have $3.42B invested in iShares Semiconductor ETF in 2023 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 186 increasing their positions, 164 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 164

12.09% more ownership

Funds ownership: 109.1%121.19% (+12%)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

6% more capital invested

Capital invested by funds: $3.23B → $3.42B (+$184M)

7% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 55

0% more funds holding

Funds holding: 523523 (0)

54% less call options, than puts

Call options by funds: $307M | Put options by funds: $664M

Holders
523
Holders Change
Holders Change %
0%
% of All Funds
8.3%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
59
Increased
186
Reduced
164
Closed
55
Calls
$307M
Puts
$664M
Net Calls
-$357M
Net Calls Change
-$313M
Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
426
Tyler-Stone Wealth Management
Ohio
$95K +$27.5K +165 +38%
OC
427
Oakworth Capital
Alabama
$94.7K
TCOV
428
Trust Company of Vermont
Vermont
$94.7K
CHA
429
Carmichael Hill & Associates
Maryland
$94.7K
HCM
430
Hollencrest Capital Management
California
$88K
CLOS
431
Compagnie Lombard Odier SCmA
Switzerland
$85.3K
AAP
432
Arax Advisory Partners
Colorado
$81.5K
AIC
433
Archer Investment Corporation
Indiana
$81K
CFD
434
Creative Financial Designs
Indiana
$77.7K -$2K -12 -2%
SIC
435
Salem Investment Counselors
North Carolina
$68.9K -$14K -84 -16%
MPCG
436
Matrix Private Capital Group
New York
$66.5K
AAG
437
Armstrong Advisory Group
Massachusetts
$63.5K
PI
438
PEAK6 Investments
Illinois
$59K +$62.4K +375 New
AF
439
Advisornet Financial
Minnesota
$58.7K +$6.99K +42 +13%
PWMG
440
Provence Wealth Management Group
California
$57.8K +$60.9K +366 New
CIR
441
Clear Investment Research
Georgia
$57.3K +$9.99K +60 +20%
CSPIA
442
Cary Street Partners Investment Advisory
Virginia
$56.8K
TC
443
Tacita Capital
Ontario, Canada
$56.8K
CH
444
Canton Hathaway
Rhode Island
$55K
HWA
445
Heritage Wealth Advisors
Virginia
$51.2K
WSC
446
Wellington Shields & Co
New York
$48.8K
AAMA
447
Advanced Asset Management Advisors
Ohio
$48.3K
EW
448
Element Wealth
Mississippi
$47.4K -$4.5K -27 -8%
MCM
449
Manchester Capital Management
Vermont
$47.4K
FIA
450
FNY Investment Advisers
New York
$47K +$50K +300 New

SOXX Hedge Fund Activity: Q3 2023 in Review

523 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Semiconductor ETF (SOXX) for Q3 2023, worth a combined $3.42B — up 5.7% from $3.23B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new SOXX positions and 55 closed out — a net gain of 4 holders — while 186 added to existing stakes and 164 trimmed.

The largest buyer was Bank of America, adding an estimated $90.8M. The largest seller was Citigroup, cutting an estimated $22.3M.

  • 523 institutional investors held iShares Semiconductor ETF (SOXX) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $3.42B of iShares Semiconductor ETF stock for Q3 2023, up 5.7% quarter-over-quarter.
  • 59 funds opened new iShares Semiconductor ETF positions in Q3 2023 and 55 closed out, a net change of +4 holders.
  • The largest iShares Semiconductor ETF buyer in Q3 2023 was Bank of America, an estimated $90.8M added.
  • The largest iShares Semiconductor ETF seller in Q3 2023 was Citigroup, an estimated $22.3M sold.

Based on aggregated 13F filings for Q3 2023.